VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Sea Limited vs Unilever PLC

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Sea Limited

SE · New York Stock Exchange

Market cap (USD)$82.8B
Gross margin (TTM)44.9%
Operating margin (TTM)8.2%
Net margin (TTM)6.8%
SectorConsumer
IndustrySpecialty Retail
CountrySG
Data as of2026-01-06
Moat score
69/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Sea Limited's moat claims, evidence, and risks.

View SE analysis

Unilever PLC

ULVR · London Stock Exchange

Market cap (USD)$102.7B
Gross margin (TTM)35.4%
Operating margin (TTM)16.1%
Net margin (TTM)9.9%
SectorConsumer
IndustryHousehold & Personal Products
CountryGB
Data as of2025-12-30
Moat score
65/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Unilever PLC's moat claims, evidence, and risks.

View ULVR analysis

Comparison highlights

  • Moat score gap: Sea Limited leads (69 / 100 vs 65 / 100 for Unilever PLC).
  • Segment focus: Sea Limited has 3 segments (73.8% in Shopee (E-commerce)); Unilever PLC has 4 segments (25.9% in Personal Care).
  • Moat breadth: Sea Limited has 6 moat types across 3 domains; Unilever PLC has 3 across 2.

Primary market context

Sea Limited

Shopee (E-commerce)

Market

E-commerce marketplace and related value-added services

Geography

Southeast Asia, Taiwan, Brazil

Customer

Consumers and sellers

Role

Marketplace operator

Revenue share

73.8%

Unilever PLC

Personal Care

Market

Branded personal care and hygiene (deodorants, skin cleansing, oral care)

Geography

Global

Customer

Consumers (retail, e-commerce)

Role

Brand owner / manufacturer

Revenue share

25.9%

Side-by-side metrics

Sea Limited
Unilever PLC
Ticker / Exchange
SE - New York Stock Exchange
ULVR - London Stock Exchange
Market cap (USD)
$82.8B
$102.7B
Gross margin (TTM)
44.9%
35.4%
Operating margin (TTM)
8.2%
16.1%
Net margin (TTM)
6.8%
9.9%
Sector
Consumer
Consumer
Industry
Specialty Retail
Household & Personal Products
HQ country
SG
GB
Primary segment
Shopee (E-commerce)
Personal Care
Market structure
Oligopoly
Oligopoly
Market share
52% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
69 / 100
65 / 100
Moat domains
Network, Supply, Legal
Demand, Supply
Last update
2026-01-06
2025-12-30

Moat coverage

Shared moat types

Distribution Control

Sea Limited strengths

Two Sided NetworkEcosystem ComplementsRegulated Standards PipeDirect Network EffectsContractual Exclusivity

Unilever PLC strengths

Brand TrustScale Economies Unit Cost

Segment mix

Sea Limited segments

Full profile >

Shopee (E-commerce)

Oligopoly

73.8%

SeaMoney (Digital Financial Services)

Competitive

14.1%

Garena (Digital Entertainment)

Competitive

11.4%

Unilever PLC segments

Full profile >

Beauty & Wellbeing

Oligopoly

25.1%

Personal Care

Oligopoly

25.9%

Home Care

Oligopoly

23.4%

Foods

Competitive

25.5%

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.